NEW ERA VALUE INVESTING
RELATIVE VALUE DISCIPLINE
This book describes an innovative investment strategy called “Relative Value Discipline,” which provides a framework for investing in tradition...
THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT
Robert F. Bierig1 Duke University Durham, North Carolina April 2000
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Robert F. Bierig graduated summa cum ...
From DealBook: The letter sent to investors by William Ackman of Pershing Square Capital. The hedge fund details its investments in A.I.G., Wachovia and others.
Publication date: May 28, 2009.
Portfolio Manager's Review sets a new standard in idea generation for serious investors — It is the next best thing to having a direct view into the idea generat...
Warren Buffett Quotes
Quotes from the Chairman of Berkshire Hathaway
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You are neither right nor wrong because the crowd disagrees with you. You are right...
In this paper, the researchers estimate the value added by sell-side research analysts and explore the links between analyst research and asset prices in the U.S. equity market.
They show that ...
Timeless Investing Strategies for Any EconomyFor five decades, Warren Buffett has been making himself one of the wealthiest men in the world, amassing more than 30 billion dollars by investing in t...
The Baupost Group is a Boston based private investment partnership founded by Seth Klarman. Klarman authored Margin of Safety, Risk Averse Investing Strategies for the Thoughtful Investor, which s...
Chapter 1
Recognizing the value investing style — what it is and isn’t Bottom-line value investing principles Deciding if you’re a value investor Comparing value investing to other investing style...
THE BUFFETT REPORT
The Nine Investing Secrets of Warren Buffett —and how to profit from them By Professor John Price
“After only a few days, we came to the conclusion that we could have saved a lo...
Excerpts from Baupost Limited Partnerships 2005 Year-End Letter
January 26, 2006 Reprinted with permission.
Today’s Market Environment: The Bad News About Value Investing Here is the bad news abou...
So You Want To Be The Next Warren Buffett? How’s Your Writing? By Mark Sellers First of all, I want to thank Daniel Goldberg for asking me to be here today and all of you for actually showing up. I...
“Towards the end of the last century, academic finance economists came to take seriously
the view that aggregate stock returns are predictable.”
This, somewhat surprising, statement comes from Jo...